Guardian Financial Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Guardian Financial Partners, LLC held in its portfolio 67 assets valued at $237,150,818 (i.e. $237.15M).
The most valuable assets in the portfolio included: SERIES PORTFOLIOS TR ($19.48M), VANGUARD INDEX FDS ($18.26M), and JANUS DETROIT STR TR ($17.01M).
The chart below shows the top 10 valuable assets, and the table below shows the top 67 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Guardian Financial Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SERIES PORTFOLIOS TR | 735819 | 19484479 | ELDRIDGE BBB B |
| VANGUARD INDEX FDS | 29116 | 18259764 | S&P 500 ETF SHS |
| JANUS DETROIT STR TR | 326735 | 17009822 | HENDERSON SECURI |
| SCHWAB STRATEGIC TR | 706530 | 16984980 | INTL EQTY ETF |
| BERKSHIRE HATHAWAY INC DEL | 20 | 15096000 | CL A |
| ALPS ETF TR | 450621 | 11747677 | SMITH CORE PLUS |
| SCHWAB STRATEGIC TR | 411728 | 11079612 | US LRG CAP ETF |
| VANGUARD WHITEHALL FDS | 100278 | 9025016 | INTL HIGH ETF |
| VANGUARD WHITEHALL FDS | 57157 | 8203148 | HIGH DIV YLD |
| SCHWAB STRATEGIC TR | 300440 | 8174962 | FUNDAMENTAL US L |
| SCHWAB STRATEGIC TR | 173519 | 7834019 | FUNDAMENTAL INTL |
| SCHWAB STRATEGIC TR | 283878 | 7786773 | US DIVIDEND EQ |
| BLUEROCK PVT REAL ESTATE FD | 422713 | 6340695 | COM |
| SCHWAB STRATEGIC TR | 193253 | 6303928 | US LCAP GR ETF |
| JANUS DETROIT STR TR | 121226 | 6131598 | HENDRSON AAA CL |
| SCHWAB STRATEGIC TR | 184556 | 6044213 | EMRG MKTEQ ETF |
| SCHWAB STRATEGIC TR | 207200 | 4842254 | US AGGREGATE B |
| BERKSHIRE HATHAWAY INC DEL | 7582 | 3811092 | CL B NEW |
| SCHWAB STRATEGIC TR | 142508 | 3786430 | FUNDAMENTAL US B |
| APPLE INC | 13465 | 3660516 | COM |
| NEOS ETF TRUST | 56467 | 2966227 | NEOS S&P 500 HI |
| PACER FDS TR | 66443 | 2822481 | METAURUS CAP 400 |
| SCHWAB STRATEGIC TR | 98296 | 2799473 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 129268 | 2700409 | US REIT ETF |
| J P MORGAN EXCHANGE TRADED F | 45250 | 2590131 | EQUITY PREMIUM |
| MICROSOFT CORP | 4890 | 2364917 | COM |
| NVIDIA CORPORATION | 12462 | 2324206 | COM |
| SCHWAB STRATEGIC TR | 36160 | 1646349 | INTL SCEQT ETF |
| COSTCO WHSL CORP NEW | 1761 | 1518785 | COM |
| MARVELL TECHNOLOGY INC | 16373 | 1391403 | COM |
| EDISON INTL | 21803 | 1308641 | COM |
| SCHWAB STRATEGIC TR | 40754 | 1284155 | FUNDAMENTAL US S |
| SCHWAB STRATEGIC TR | 34252 | 1235109 | FUNDAMENTAL EMER |
| ISHARES TR | 1618 | 1108351 | CORE S&P500 ETF |
| HOME DEPOT INC | 2989 | 1028544 | COM |
| SCHWAB STRATEGIC TR | 42103 | 1026039 | SHT TM US TRES |
| ISHARES TR | 4647 | 985484 | S&P 500 VAL ETF |
| ISHARES TR | 3970 | 977164 | RUSSELL 2000 ETF |
| VANGUARD INDEX FDS | 2886 | 967481 | TOTAL STK MKT |
| VANGUARD INDEX FDS | 3238 | 939599 | MID CAP ETF |
| ISHARES TR | 8932 | 896594 | 0-3 MNTH TREASRY |
| INTUITIVE SURGICAL INC | 1466 | 830284 | COM NEW |
| BROADCOM INC | 2311 | 799748 | COM |
| VANGUARD TAX-MANAGED FDS | 11672 | 729180 | VAN FTSE DEV MKT |
| TESLA INC | 3108 | 690618 | COM |
| VANGUARD INTL EQUITY INDEX F | 11541 | 620427 | FTSE EMR MKT ETF |
| PROCTER AND GAMBLE CO | 3853 | 552171 | COM |
| META PLATFORMS INC | 796 | 525576 | CL A |
| JPMORGAN CHASE & CO. | 1416 | 456120 | COM |
| ELI LILLY & CO | 384 | 412725 | COM |
| GE VERNOVA INC | 629 | 410968 | COM |
| AMAZON COM INC | 1766 | 407628 | COM |
| SPDR GOLD TR | 957 | 379269 | GOLD SHS |
| SCHWAB STRATEGIC TR | 13909 | 368439 | US TIPS ETF |
| ALPHABET INC | 1165 | 364597 | CAP STK CL A |
| INVESCO EXCHANGE TRADED FD T | 1900 | 363964 | S&P500 EQL WGT |
| ISHARES TR | 2719 | 335192 | S&P 500 GRWT ETF |
| ISHARES TR | 2262 | 297647 | S&P MC 400VL ETF |
| J P MORGAN EXCHANGE TRADED F | 5000 | 290600 | NASDAQ EQT PREM |
| SCHWAB STRATEGIC TR | 11061 | 290127 | US BRD MKT ETF |
| ISHARES TR | 2395 | 272344 | SP SMCP600VL ETF |
| VANGUARD WORLD FD | 656 | 270777 | MEGA GRWTH IND |
| BONDBLOXX ETF TRUST | 5289 | 268274 | IR M TAXAWARE |
| SCHWAB STRATEGIC TR | 10263 | 235740 | 5 10YR CORP BD |
| DISNEY WALT CO | 1913 | 217663 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 709 | 215458 | SPONSORED ADS |
| ISHARES BITCOIN TRUST ETF | 35451 | 56762 | SHS BEN INT |
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